Form Mo-1040p - Booklet Missouri Property Tax Credit/ Pension Exemption Short Form - 2011 Page 3
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32What’s Inside?
PLEASE NOTE!
Electronic Filing Options
2
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Do I Have the Correct Tax Book?
3
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
• The maximum income level for
Am I Eligible?
4
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
residents who own and occupy their
Important Filing Information
4-5
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
home for the entire year is $30,000
Information to Complete Form MO-1040P
5-9
. . . . . . . . . . . . . . . . . . . .
(after any exemptions).
Form MO-1040P
15-22
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Pension Exemption Worksheet
17, 21
• The maximum income level for
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Missouri Itemized Deductions
6, 7, 11, 18, 22
residents who rented or owned their
. . . . . . . . . . . . . . . . . . . .
Tax Table
18, 22
home a portion of the year is $27,500
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form MO-PTS
23, 25
(after any exemptions).
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form MO-CRP
24, 26
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
• The exemption for married filing
Information to Complete Form MO-PTS
11-14
. . . . . . . . . . . . . . . . . . . .
combined is $4,000 if you own and
Information to Complete Form MO-CRP
14
. . . . . . . . . . . . . . . . . . . . . . . .
occupy your home the entire year. If
Consumer’s Use Tax
27
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
you rent the exemption is $2,000.
Final Checklist Before Mailing Your Claim
28
. . . . . . . . . . . . . . . . . . . . .
Form 1040V
28
• The maximum credit for residents who
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Property Tax Credit Table
29-31
own and occupy their home is $1,100.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tax Assistance Centers
32
If you rent the maximum credit is $750.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Diagram of Form W-2
32
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Failure to include required documentation or information may
reduce or delay your refund.
Do I Have the
c. E xempt contributions made to
b. C redit made with the filing of a
or earnings from the Missouri
Form MO-60, Application for
Correct Tax Book?
Savings for Tuition Program
Extension of Time to File;
(MOST), Missouri Higher
c. A deduction for other federal
You MAY USE this tax book to file
Education Deposit Program, or
tax (from Federal Form 1040,
your 2011 Missouri individual income
other qualified 529 Plans;
Lines 45, 47, 58, 59b, and any
tax return to claim the property tax
d. I nterest from federal exempt
recapture taxes included on
credit and pension exemption.
qualified obligations;
Line 61);
You CANNOT USE this tax book if
e. I nterest from state and local
d. A deduction for dependents
you:
obligations;
age 65 or older; or
• H ave income from another state;
f. Capital gain exclusion;
e. A healthcare sharing ministry
• Are filing an amended return;
deduction or new jobs deduc-
g. R ailroad retirement modifications;
• H ave military pay that is not
tion.
h. N egative bonus depreciation
taxable;
• Owe a penalty for underpayment
adjustments;
• H ave a net operating loss;
of estimated tax;
i. E nterprise Zone or Rural Em-
• Are a fiscal year filer;
• Owe tax on a lump sum distribution
powerment Zone Modification;
• H ave any of the following
included on your Federal Form
Missouri modifications:
j. Are a nonresident alien;
1040, Line 44; or
a. P ositive or negative adjustments
k. A re a nonresident stationed in
• O we recapture tax on low income
from partnerships, fiduciaries, S
Missouri and you or your
housing credit.
corporations, or other sources;
spouse earned nonmilitary
Note: Use Form MO-PTC if you
income while in Missouri; or
b. N onqualified distribution
are not required to file an individual
received from the Missouri
l. Qualified Health Insurance
income tax return, but you are eligible
Savings for Tuition Program
Premiums.
to file for a Property Tax Credit.
(MOST), Missouri Higher
• C laim:
Education Deposit Program, or
a. Miscellaneous tax credits (Form
other qualified 529 plans;
MO-TC);
3
ADVERTISEMENT
0 votes
Related Articles
Related forms
Form Pa-33 - Statement Of Qualification For Property Tax Credit Or Exemption Under Rsa 72:33,v
Financial
Form Mo-1040p - Missouri Individual Income Tax Return And Property Tax Credit Claim/pension Exemption - Short Form - 2011
Financial
Form Mo-1040p - Missouri Individual Income Tax Return And Property Tax Credit Claim/pension Exemption - Short Form - 2006
Financial
Form Mo-1040p - Missouri Individual Income Tax Return And Property Tax Credit Claim/pension Exemption - Short Form - 2002
Financial
Form Mo-1040p - Missouri Individual Income Tax Return And Property Tax Credit Claim/pension Exemption - Short Form - 2003
Financial
Related Categories
Parent category: Financial